Client Banking Specialist — Relationship & Digital Solutions

Truist Wealth; Cordova (TN); On-site; USD 32,000 - 42,000; Full time

Benefits offered by this job

Medical insurance

Dental insurance

Vision insurance

Life insurance

401(k) plan

Paid time off

Job summary

Truist Wealth is looking for a customer-focused associate to deliver a high-quality client experience. You will perform standard and complex transactions, educate clients on digital tools, and support sales through outreach and needs assessment.

The role emphasizes building client relationships, adhering to policies, and collaborating with branch teams. Regular shifts in the United States, with potential weekend hours as needed.

Qualifications

• High school diploma or equivalent required.
• Two years teller/cash handling or client service experience required.
• Six months of client relationship building or sales experience preferred.
• Excellent interpersonal and communication skills required.
• Ability to master PC keyboard and software for branch automation.
• Must be able to multi-task under time constraints.
• Proficiency in basic computer applications (Microsoft Office).
• Ability to travel for temporary staffing needs and occasional weekends/extended hours.

Responsibilities

• Provide distinctive client experience and handle transactions with accuracy.
• Educate clients on digital self-service solutions (ATMs, Online/Mobile banking).
• Assist in client outreach and identify client needs or opportunities.
• Understand Integrated Relationship Management (IRM) to deliver Truist expertise.

Skills

Excellent interpersonal skills

Strong communication skills

Multi-tasking

PC/computer skills

Education

High school diploma or equivalent

Tools

Microsoft Office

Job description

Truist Wealth is looking for a customer-focused associate to deliver a high-quality client experience. You will perform standard and complex transactions, educate clients on digital tools, and support sales through outreach and needs assessment.

The role emphasizes building client relationships, adhering to policies, and collaborating with branch teams. Regular shifts in the United States, with potential weekend hours as needed.